DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Keystone Investment Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Stanley Campanella | Mckinley Carter Wealth Services, Inc. other | Keystone Investment Advisors, LLC state registered | Other | Oct 14, 2009 | Sep 18, 2009 |
| William James Messner | Networth Investment Advisors, Inc. unclassified | Keystone Investment Advisors, LLC state registered | Other | Jun 5, 2009 | Jul 10, 2009 (35 d) |
| Gregory Alan Burd | Networth Investment Advisors, Inc. unclassified | Keystone Investment Advisors, LLC state registered | Other | Jun 5, 2009 | Jul 10, 2009 (35 d) |
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3 moves match.